STRUCTURED SOLUTION, TAILORED TO YOUR NEEDS.


FIDUCIARY SERVICES


To achieve your wealth protection and estate planning objectives, we will help you utilise trusts, corporate and other fiduciary structures. These structures have a proven ability


to


safeguard assets, manage wealth for future generations and, where appropriate, achieve tax


efficiency. Laws governing ownership, succession and taxation of assets are ever changing and our structures are developed to help deal with these factors.


Opus Private will ensure that you make best use of all the wealth planning options available to you, including any new opportunities that demonstrate added value without undue risk.


The types of vehicles and the choices of


jurisdiction open to you are extensive, and can be precisely tailored to your needs.


A full range of professional trustee and corporate management services are available, including:


• Planning and formation • Provision of officers • Comprehensive administration • Arranging custody and management of assets


• Client reporting • Production of financial statements • Family governance and succession planning


• Compliance checks and integrity reviews


Once set up, Opus Private provides ongoing professional management of structures with your family’s best interests as the guiding objective.


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